401k Plan data: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN plan

OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OAKLEY INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: OAKLEY INDUSTRIES, INC.

Employer identification number (EIN): 382297201

NAIC Classification: 331200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 TAMARA PAVELEK AS PRACTITIONER
002 2011-01-01 TAMARA PAVELEK
002 2010-01-01 TAMARA PAVELEK
002 2009-01-01 MICHAEL OAKLEY
002 2009-01-01 MICHAEL OAKLEY

Plan Statistics for OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 68
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 89
Number of participants with account balances 2013-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 64
Number of retired or separated participants receiving benefits 2012-01-01 39
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 103
Number of participants with account balances 2012-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 65
Number of other retired or separated participants entitled to future benefits 2011-01-01 44
Total of all active and inactive participants 2011-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 109
Number of participants with account balances 2011-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 49
Number of retired or separated participants receiving benefits 2010-01-01 70
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 119
Number of participants with account balances 2010-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 84
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 58
Total of all active and inactive participants 2009-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 142
Number of participants with account balances 2009-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2013: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	68
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	89
Number of participants with account balances	2013-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	64
Number of retired or separated participants receiving benefits	2012-01-01	39
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	103
Number of participants with account balances	2012-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	65
Number of other retired or separated participants entitled to future benefits	2011-01-01	44
Total of all active and inactive participants	2011-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	109
Number of participants with account balances	2011-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	49
Number of retired or separated participants receiving benefits	2010-01-01	70
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	119
Number of participants with account balances	2010-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	84
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	58
Total of all active and inactive participants	2009-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	142
Number of participants with account balances	2009-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-2,002
Total unrealized appreciation/depreciation of assets	2013-12-31	$-2,002
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$752,972
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$104,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$77,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$115,266
Value of total assets at end of year	2013-12-31	$3,441,407
Value of total assets at beginning of year	2013-12-31	$2,793,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$26,853
Total interest from all sources	2013-12-31	$4,267
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2013-12-31	$150,071
Contributions received from participants	2013-12-31	$115,266
Participant contributions at end of year	2013-12-31	$107,315
Participant contributions at beginning of year	2013-12-31	$105,303
Participant contributions at beginning of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$3,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$648,320
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,441,407
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,793,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$2,002
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$645,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$565,118
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,688,904
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,117,514
Interest on participant loans	2013-12-31	$4,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$635,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$77,799
Contract administrator fees	2013-12-31	$26,853
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	REHMANN ACCOUNTING, LLC
Accountancy firm EIN	2013-12-31	383635706
2012 : OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-374
Total unrealized appreciation/depreciation of assets	2012-12-31	$-374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$470,103
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$348,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$331,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$74,000
Value of total assets at end of year	2012-12-31	$2,793,087
Value of total assets at beginning of year	2012-12-31	$2,671,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$17,251
Total interest from all sources	2012-12-31	$7,093
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$150,071
Contributions received from participants	2012-12-31	$74,000
Participant contributions at end of year	2012-12-31	$105,303
Participant contributions at beginning of year	2012-12-31	$66,735
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$3,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$4,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$121,243
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,793,087
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,671,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$2,002
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$2,376
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$565,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$506,205
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,117,514
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,089,432
Interest on participant loans	2012-12-31	$3,845
Interest earned on other investments	2012-12-31	$3,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$98
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$70,421
Net investment gain/loss from pooled separate accounts	2012-12-31	$318,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$331,609
Contract administrator fees	2012-12-31	$17,251
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	REHMANN ACCOUNTING, LLC
Accountancy firm EIN	2012-12-31	383635706
2011 : OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-594
Total unrealized appreciation/depreciation of assets	2011-12-31	$-594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$78
Total income from all sources (including contributions)	2011-12-31	$-51,551
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$310,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$259,098
Expenses. Certain deemed distributions of participant loans	2011-12-31	$17,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$2,671,844
Value of total assets at beginning of year	2011-12-31	$3,034,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$34,408
Total interest from all sources	2011-12-31	$35,404
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$154,451
Participant contributions at end of year	2011-12-31	$66,735
Participant contributions at beginning of year	2011-12-31	$127,031
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$16,887
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$4,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-362,429
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,671,844
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,034,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$2,376
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$2,970
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$506,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$419,348
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,089,432
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,465,197
Interest on participant loans	2011-12-31	$4,975
Interest earned on other investments	2011-12-31	$30,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-8,276
Net investment gain/loss from pooled separate accounts	2011-12-31	$-78,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$259,098
Contract administrator fees	2011-12-31	$34,408
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$78
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	REHMANN ACCOUNTING, LLC
Accountancy firm EIN	2011-12-31	383635706
2010 : OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$-377
Total unrealized appreciation/depreciation of assets	2010-12-31	$-377
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$78
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$78
Total income from all sources (including contributions)	2010-12-31	$451,836
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,436,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,412,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$9,586
Value of total assets at end of year	2010-12-31	$3,034,351
Value of total assets at beginning of year	2010-12-31	$4,018,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$23,155
Total interest from all sources	2010-12-31	$13,183
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$9,586
Participant contributions at end of year	2010-12-31	$127,031
Participant contributions at beginning of year	2010-12-31	$170,278
Participant contributions at end of year	2010-12-31	$16,887
Participant contributions at beginning of year	2010-12-31	$12,924
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$5,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-984,188
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,034,273
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,018,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$2,970
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$3,347
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$419,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$769,694
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,465,197
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,932,860
Interest on participant loans	2010-12-31	$11,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$124,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$70,905
Net investment gain/loss from pooled separate accounts	2010-12-31	$358,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,412,869
Contract administrator fees	2010-12-31	$23,155
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$78
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$78
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FENNER MELSTROM & DOOLING PLC
Accountancy firm EIN	2010-12-31	381402622
2008 : OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$2,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$78
Total income from all sources (including contributions)	2008-12-31	$-1,503,106
Total of all expenses incurred	2008-12-31	$443,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$419,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$153,958
Value of total assets at end of year	2008-12-31	$3,520,720
Value of total assets at beginning of year	2008-12-31	$5,464,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-12-31	$24,579
Total interest from all sources	2008-12-31	$33,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	No
Was this plan covered by a fidelity bond	2008-12-31	Yes
Value of fidelity bond cover	2008-12-31	$500,000
If this is an individual account plan, was there a blackout period	2008-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Contributions received from participants	2008-12-31	$153,958
Participant contributions at end of year	2008-12-31	$279,018
Participant contributions at beginning of year	2008-12-31	$302,474
Participant contributions at end of year	2008-12-31	$24,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Value of net income/loss	2008-12-31	$-1,946,864
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$3,517,886
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$5,464,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Assets. partnership/joint venture interests at end of year	2008-12-31	$4,004
Assets. partnership/joint venture interests at beginning of year	2008-12-31	$4,720
Value of interest in registered invesment companies (eg mutual funds) at end of year	2008-12-31	$641,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2008-12-31	$1,142,160
Value of interest in pooled separate accounts at end of year	2008-12-31	$2,419,660
Value of interest in pooled separate accounts at beginning of year	2008-12-31	$3,915,379
Interest on participant loans	2008-12-31	$25,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2008-12-31	$7,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2008-12-31	$152,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2008-12-31	$100,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2008-12-31	$-378,473
Net investment gain/loss from pooled separate accounts	2008-12-31	$-1,311,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	No
Was there a failure to transmit to the plan any participant contributions	2008-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2008-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$419,179
Contract administrator fees	2008-12-31	$24,579
Liabilities. Value of benefit claims payable at end of year	2008-12-31	$2,834
Liabilities. Value of benefit claims payable at beginning of year	2008-12-31	$78
Did the plan have assets held for investment	2008-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2008-12-31	Disclaimer
Accountancy firm name	2008-12-31	THE REHMANN GROUP
Accountancy firm EIN	2008-12-31	383567911

Form 5500 Responses for OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

2013: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: OAKLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

63633

Policy instance

Insurance contract or identification number	63633
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $6,144
Total amount of fees paid to insurance company	USD $1,796
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $6,144
Insurance broker organization code?	3
Amount paid for insurance broker fees	565
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	PENSION PLAN SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

63633

Policy instance

Insurance contract or identification number	63633
Number of Individuals Covered	56
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,336
Total amount of fees paid to insurance company	USD $1,651
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $5,336
Insurance broker organization code?	3
Amount paid for insurance broker fees	550
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	PENSION PLAN SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

63633

Policy instance

Insurance contract or identification number	63633
Number of Individuals Covered	63
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,817
Total amount of fees paid to insurance company	USD $1,968
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

63633

Policy instance

Insurance contract or identification number	63633
Number of Individuals Covered	61
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $7,064
Total amount of fees paid to insurance company	USD $1,916
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $7,064
Insurance broker organization code?	3
Amount paid for insurance broker fees	550
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	PENSION PLAN SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

63633

Policy instance

Insurance contract or identification number	63633
Number of Individuals Covered	96
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $9,178
Total amount of fees paid to insurance company	USD $2,840
Commission paid to Insurance Broker	USD $9,178
Insurance broker organization code?	3
Amount paid for insurance broker fees	1715
Additional information about fees paid to insurance broker	LOAN AND DISTRIBUTION FEES
Insurance broker name	PENSION PLAN SERVICES, INC.

Potentially related plans

OAKLEY INDUSTRIES, INCORPORATED PROFIT-SHARING PLAN [EIN = 362154821]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	OAKLEY INDUSTRIES, INC.
Employer identification number (EIN):	382297201
NAIC Classification:	331200

Plan id#	Filing Submission Date	Name of Administrator
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	TAMARA PAVELEK AS PRACTITIONER
002	2011-01-01	TAMARA PAVELEK
002	2010-01-01	TAMARA PAVELEK
002	2009-01-01	MICHAEL OAKLEY
002	2009-01-01	MICHAEL OAKLEY